Overview
Assets Under Management: $219 million
Headquarters: EXCELSIOR, MN
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 308
Discretionary Accounts: 308
Regulatory Filings
CRD Number: 108048
Last Filing Date: 2025-02-05 00:00:00
Website: https://excelsiorinvestors.com